-52.7%
COIN vs VT
+13.3%
-65.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.4% |
| 7D | -9.7% | -1.6% | -8.1% | -5.5% |
| 30D | -20.5% | -2.5% | -18.0% | -14.5% |
| 3M | -0.7% | -1.3% | +0.6% | +4.4% |
| 6M | -23.9% | +3.1% | -27.0% | -28.8% |
| YTD | -35.7% | +10.9% | -46.6% | -49.8% |
| All | -52.7% | +13.3% | -65.9% | -66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling